Edward Harris (CRD# 7603628) is an Investment Advisor Representative working at Halo Investment Services, LLC in Chicago, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Halo Investment Services, LLC | Chicago, IL | Aug 2023 - Current | < 1 |
| Halo Securities, LLC | Chicago, IL | Jul 2022 - Current | 1 |
| Sentinus, LLC | Chicago, IL | Nov 2022 - Aug 2023 | < 1 |
| Options Clearing Corp | Chicago, IL | Sep 2019 - Jul 2022 | 2 |
| University Of Dubuque/loyola University Chicago | Chicago, IL | Sep 2016 - Mar 2020 | 3 |
| Lowe's | Dubuque, IA | Jun 2014 - Jun 2016 | 2 |
| Northeast Iowa Community College | Peosta, IA | Jun 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- IL
-
Total Assets Under Management31MILLIONS
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$15,600,000
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
- Other
CA, CO, FL, IL, MN, NJ, NY
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